by Emma Tsai

A few months ago, I had a conversation about automated process with a client who provides food and goods delivery service. The client complained that they currently have to manually input AR invoices into Sage 300 ERP according to the invoices generated by their new IDS Dispatch system. Due to a lack of integration between the two systems, they ended up doubling the work. After we reviewed their business processes and identified information that needs to be transferred, we created a solution to interface Sage 300 ERP with the Dispatch system and to import completed invoices from the IDS Dispatch system into an AR Invoice batch in Sage 300 ERP by following the conversion rules developed.

1.      First, two user-managed mapping tables are provided. One is for users to map between IDS and Sage customer ID numbers; the other one is to map between IDS charge codes and Sage AR Distribution Codes.

2.       After the mappings are setup, the interface is now ready to take the import files to generate AR batches in Sage 300 ERP.

Sample CSV import file

3.       After they run the process, it generates an AR Invoice batch according to the conversion rules predefined. For example, some IDS charge codes are regarded as the base delivery rate and need to be combined and assigned to a specific driver charge code.

With this interface, we helped our client streamline their business process and eliminate manual input that caused delays and errors. If you have any specific custom solution request, please let us know.